Broker Support Officer

2 months ago

Metro Manila, Philippines GBSS Full time

Summary:

The purpose of the role is to support Australian mortgage brokers in document preparation, packaging, and submission of loan applications to a variety of lenders. The role will include conducting data entry into client-specific CRM’s up to lender online lodgment system via Apply Online and then onto Settlement.

Detailed Description:

Must have in-depth knowledge and understanding of the Australian mortgage process (Initial Processing – Settlement)Timely and accurate input of customer application from various Client Fact Finds into multiple systemsIndexing and organizing supporting documents and identifying gapsPackaging (with the preparation of various documents such as a statement of advice or SOCA, NCCP documents – Credit Guide, and all other pertinent paper works as required) and submission of customer application to the lender. This includes interpreting lender credit requirements to ensure the appropriate supporting documents are held and provided to the lender Supporting documents must also be scanned into broker softwareFollow up with Lenders to ensure the file progresses in a timely mannerRequest pricing discounts from lenders and order valuations, organize property reportsGood understanding of Serviceability CalculatorsUpdating tracking worksheet and/or software to ensure brokers are aware of loan status at all timesCustomer follow-up (if required) for any outstanding documentsMonitor applications daily and report on progressSend supporting documents and email pack to the lender after lodgment

Knowledge, skills-set, and experience required:

Solid experience of not less than 2 to 3 years with an Australian lending/mortgage companyStrong background in the use of specific AU-identified CRM i.e. Mercury (M5 & Nexus), Infinity, Podium, Flex, MyCRM, Salestrekker and ApplyOnlineExcellent working knowledge of mortgage originations; specifically, mortgage operations.Thorough knowledge of loan processing and closing policies, procedures, documents, underwriting requirements and lending guidelines, governmental and agency requirements, terminology, and automated processing systems.Able to Organize and review loan documentationStrong written and verbal English proficiencyWilling to undergo further training where neededWell-developed ability to manage multiple tasks/projects and deadlines simultaneouslyCandidates with strong end-to-end Parabroking experience will be a great advantage.Candidates with Certificate IV in Financial Services and Mortgage Broking (from an Australian Institution) is an advantage

What We Offer:

Dayshift with Sat-Sun off - more time to spend with the familyLeave accrual upon hiringHMO for principal + 1 dependentSpecific client-initiated benefitsCompany-wide engagement activitiesA company that values its employeesCareer planning and development opportunities

  • Broker Support Officer

    2 months ago

    Manila, National Capital Region, Philippines GBSS Full time

    Summary:The purpose of the role is to support Australian mortgage brokers in document preparation, packaging, and submission of loan applications to a variety of lenders. The role will include conducting data entry into client-specific CRM's up to lender online lodgment system via Apply Online and then onto Settlement.Detailed Description:Must have in-depth...

  • Mortgage Broker Support

    2 weeks ago

    Manila, National Capital Region, Philippines GBSS Full time

    Official role title: Broker Support OfficerSummary:We are seeking an experienced Broker Support Officer to join our team and play a pivotal role in our loan processing operations. The ideal candidate will have a proven track record in end-to-end Broker support and loan processing, with the ability to work efficiently effectively in a fast-paced environment....

  • Accounts Officer

    2 weeks ago

    Metro Manila, Philippines Pioneer Your Insurance Full time

    Accounts OfficerAccounts Officer is responsible for underwriting Policies within authority limits; Oversees and Manages the accurate and timely issuance and release of policies / endorsements; Contributes in the servicing and Account Management in coordination with Accounts DUTIES AND RESPONSIBILITIES:UNDERWRITINGPerforms underwriting within authority...

  • Mortgage Broker Support

    2 weeks ago

    Metro Manila, Philippines GBSS Full time

    Official role title: Broker Support OfficerSummary:We are seeking an experienced Broker Support Officer to join our team and play a pivotal role in our loan processing operations. The ideal candidate will have a proven track record in end-to-end Broker support and loan processing, with the ability to work efficiently effectively in a fast-paced environment....

  • Broker Assist Trainees | Dayshift

    1 month ago

    Metro Manila, Philippines Ezy Service Centre Corporation Full time

    Introduction: Join our team as a Broker Assist Trainee, where you will embark on a comprehensive training program designed to equip you with the skills and knowledge needed to excel in the fast-paced world of brokerage support and virtual assistance. This traineeship provides a unique opportunity for individuals looking to enter the BPO and financial...

  • Broker Assist Trainees

    1 month ago

    Manila, National Capital Region, Philippines Ezy Service Centre Corporation Full time

    Introduction: Join our team as a Broker Assist Trainee, where you will embark on a comprehensive training program designed to equip you with the skills and knowledge needed to excel in the fast-paced world of brokerage support and virtual assistance. This traineeship provides a unique opportunity for individuals looking to enter the BPO and financial...

  • Lending Support Representative | Onsite | Dayshift

    4 weeks ago

    Metro Manila, Philippines Satellite Office Full time

    LENDING SUPPORT REPRESENTATIVE Work for our global clients and immerse in our rich and diverse company culture where you can thrive, grow and just be aweSOme! Apply now and discover the Satellite Office Candidate Experience – recognized as one of BEST among BPO companies worldwide. WHAT IS A LENDING SUPPORT REPRESENTATIVE?Our awesome client, a leading...

  • Application Support Specialist

    1 month ago

    Metro Manila, Philippines GBSS Full time

    Official Job Title: Application Support SpecialistJob Summary:As an Application Support Specialist, you'll play a pivotal role in delivering top-notch customer service within a dynamic IT environment. Your expertise will be crucial in responding to broker queries, diagnosing technical issues, and providing effective solutions to ensure seamless system...

  • MIS Support

    2 weeks ago

    Metro Manila, Philippines Trinity Insurance and Reinsurance Brokers, Inc Full time

    COMPANY PROFILE:Trinity is a full-line insurance broker providing products and services in General Insurance and Employee Benefits. For more than three decades, Trinity has transformed the lives of its clients and customers, redefining what it means to be in the business of insurance by creating products and services that are customized, personalized, and...

  • Lending Support Representative

    4 weeks ago

    Manila, National Capital Region, Philippines Satellite Office Full time

    LENDING SUPPORT REPRESENTATIVE Work for our global clients and immerse in our rich and diverse company culture where you can thrive, grow and just be aweSOme Apply now and discover the Satellite Office Candidate Experience – recognized as one of BEST among BPO companies worldwide. WHAT IS A LENDING SUPPORT REPRESENTATIVE?Our awesome client, a leading...

  • Application Support Specialist

    1 month ago

    Manila, National Capital Region, Philippines GBSS Full time

    Official Job Title: Application Support SpecialistJob Summary:As an Application Support Specialist, you'll play a pivotal role in delivering top-notch customer service within a dynamic IT environment. Your expertise will be crucial in responding to broker queries, diagnosing technical issues, and providing effective solutions to ensure seamless system...

  • Loan Processing Officer

    1 month ago

    Manila, National Capital Region, Philippines PSO (MANILA) LIMITED Full time

    RESPONSIBILITIESReview, validate and ensure completeness of clients' mortgage loan applications documents for submission to lenderEnsure all required documentation is appropriately uploaded into the relevant systemCommunicate the progress of the application by updating tracking worksheet to ensure brokers are aware of loan status at all timesComplete general...

  • Sales Support | Taguig

    2 weeks ago

    Metro Manila, Philippines Carelon Global Solutions Full time

    Responsible for sales support team activities and any administrative tasks to expand the business. Primary duties may include but not limited to the following activities: Updates and maintains various systems where proposal and sales activities are stored. Helps the Sales and Account Management teams retain and win more brokers and clients by providing /...

  • Finance Officer

    4 weeks ago

    Metro Manila, Philippines GBSS Full time

    Summary: You will be a key member of the Financial Control team, working with skilled finance professionals.Key Responsibilities:Reconcile daily cash collections with the loan system and investigate discrepancies to ensure accurate allocation of cash receipts against loan records and proper sweeping to the Group’s funding vehicles.Accurately process...

  • IT Support Officer

    1 week ago

    Metro Manila, Philippines M.B.A. Consulting Philippines Inc. Full time

    Company DescriptionMBA Consult, formerly known as M.B.A. Empire Ltd., is a global player in the NPL management market and a leader in credit management services. With offices in 15 countries, including M.B.A. Consulting Philippines, the company operates at the intersection of interests of millions of people and the largest global companies. MBA Consult...

  • Sales Support

    3 weeks ago

    Metro Manila, Philippines Torre Lorenzo Development Corporation Full time

    Candidate must possess a Bachelor's/College Degree, Business Studies/Administration/Management or equivalent.Real Estate experience not required but an advantage.Excellent interpersonal and communication skills.Knowledgeable of general office practice and business etiquette.Proficient in Microsoft Office: Excel, Word, PowerPointMust have a high attention to...

  • Support Analyst

    2 months ago

    Metro Manila, Philippines CITCO INTERNATIONAL SUPPORT SERVICES LIMITED-PHILIPPINE ROHQ Full time

    The IT Support Analyst is an internal customer service and support role responsible for coordinating and providing support for desktop/ laptop, printer, and telecom systems. This role is part of a regional support team; and is primarily focused on supporting employees based in location Manila, however you will also be required to provide remote support to...

  • Office Staff

    1 month ago

    Metro Manila, Philippines Private Advertiser Full time

    Will serve as the Executive Assistant of the CEO.Managing the CEO’s calendar, including making appointments and prioritizing the most sensitive matters.Organizing meetings, including scheduling, sending reminders, and organizing catering when necessary.Accompany the CEO to her appointments when needed.Handles bank-to-bank transactions.Process payments such...

  • MIS Support

    2 weeks ago

    Manila, National Capital Region, Philippines Trinity Insurance and Reinsurance Brokers, Inc Full time

    COMPANY PROFILE:Trinity is a full-line insurance broker providing products and services in General Insurance and Employee Benefits. For more than three decades, Trinity has transformed the lives of its clients and customers, redefining what it means to be in the business of insurance by creating products and services that are customized, personalized, and...

  • Customs Officer

    3 months ago

    Metro Manila, Philippines SF Express Philippines Inc. Full time

    Job Description:Assist Customs Representative and Operations team in ensuring proper monitoring, documentation, and processing of incoming and outgoing shipments.Prepare import/export documentation, including Bill of Lading, Manifest, packing list, and invoices.Notify brokers/consignees regarding incoming shipments.Submit manifests for incoming and outgoing...